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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Generate employee profiles for resources

Generate employee profiles for the resources to map against primary attributes.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Employee Profile > Employee Definition.

  2. Filter the name to locate and open the sys_user table.

  3. In the Employee Definition page, select User from the Table list.

  4. Use the condition builder to filter the required resources and then select the update count icon (

Image omitted: cp-refresh-button.png
Update count icon.\).
  1. Select Generate Employee Profiles (
Image omitted: cp-gen-emp-profiles-button.png
Option to generate employee profiles.\).
  1. In the Generate Employee Profiles window, select Proceed.

Result

Employee profiles for the selected resources are generated.

What to do next

Populate a primary group, primary role, and primary skill for the resources with employee profiles. For more information, see Map primary attributes to resources.